RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
701Schiavi + Dattani$2,177,362$275,116,116$55,842,969$330,959,085
702Barrington Strategic Wealth Management Group$545,598$280,041,606$50,045,099$330,086,705
703Aspen Capital Management$639,113$0$329,143,335$329,143,335
704Pennsylvania Capital Management Inc.$369,065$255,542,337$72,925,371$328,467,708
705Ritter Daniher Financial Advisory$301,418$286,200,943$39,028,863$325,229,806
706Donnelly Wealth Advisors$371,210$240,986,380$84,193,674$325,180,054
707Monarch Capital Management Inc$1,063,376$323,266,290$0$323,266,290
708Private Capital Management$360,215$323,112,462$0$323,112,462
709Blume Capital Management, Inc.$511,573$322,291,000$0$322,291,000
710Alphamark Advisors, LLC$395,829$301,467,652$20,341,055$321,808,707
711Berkshire Money Management, Inc.$195,704$321,542,294$0$321,542,294
712Harris Financial Advisors, Inc.$328,055$307,809,599$13,028,279$320,837,878
713Ritholtz Wealth Management$230,050$303,000,000$17,000,000$320,000,000
714Harbour Capital Advisors$1,565,887$319,440,865$0$319,440,865
715Rollins Financial Inc$560,364$318,846,879$0$318,846,879
716James R. Martin Consulting, Inc$658,652$318,787,386$0$318,787,386
717Thor Investment Management Inc$209,262$318,706,000$0$318,706,000
718Ogorek Wealth Management$562,622$318,443,829$0$318,443,829
719Tellone Management Group Inc$292,940$318,132,306$0$318,132,306
720Johnson Financial Group$1,431,862$313,398,207$4,475,188$317,873,395
721Old Dominion Capital Management Inc.$358,408$316,832,236$0$316,832,236
722Bernhardt Wealth Management, Inc.$1,649,974$316,795,087$0$316,795,087
723Affinity Wealth Management$240,482$314,724,396$1,989,866$316,714,262
724Sitrin Capital Management, LLC$567,384$306,700,000$9,900,000$316,600,000
725Jones Barclay Boston & Co.$549,498$308,764,305$6,647,657$315,411,962
726Preston Wealth Advisors$277,597$313,500,000$1,850,000$315,350,000
727Walter & Keenan Finanical Consulting Co$1,810,258$314,984,817$0$314,984,817
728Sage Capital Management$565,872$212,856,511$101,768,418$314,624,929
729Devere Usa Inc.$334,043$0$314,000,000$314,000,000
730A. N. Culbertson & Company, Inc.$374,198$305,968,000$7,236,000$313,204,000
731Biltmore Capital Advisors$491,035$297,822,984$14,966,040$312,789,024
732Waypoint Wealth Partners$647,054$312,527,116$0$312,527,116
733Wealth Dimensions Group, Ltd.$296,867$310,763,227$1,540,660$312,303,887
734FIC Capital, Inc.$901,734$284,600,000$27,400,000$312,000,000
735Traust Sollus Wealth Management$465,829$297,456,976$13,716,655$311,173,631
736FMA Advisory Inc$281,975$309,034,465$1,701,977$310,736,442
737The Patten Group$335,909$306,350,869$4,365,134$310,716,003
738Watermark Asset Management, Inc.$304,355$310,441,623$0$310,441,623
739Goodman Financial Corporation$1,429,613$310,225,920$0$310,225,920
740Cahaba Wealth Management, Inc.$408,459$310,020,741$0$310,020,741
741Michael A. Schreiber & Associates, Inc.$1,139,706$310,000,000$0$310,000,000
742Intersect Capital LLC$1,171,588$287,388,106$21,911,207$309,299,313
743Cambridge Advisors Inc$419,745$292,474,103$16,038,153$308,512,256
744The Relaxing Retirement Coach, Inc.$1,213,492$308,227,000$0$308,227,000
745Peachtree Wealth Management$7,334,136$263,991,046$44,042,649$308,033,695
746Youngs Advisory Group, Inc.$421,082$303,759,167$4,052,111$307,811,278
747Baldwin Investment Management$2,076,000$292,798,000$14,450,000$307,248,000
748Advisors Management Group Inc$94,730$277,672,534$28,875,327$306,547,861
749Sterneck Capital Management$334,464$306,369,341$0$306,369,341
750Van Strum & Towne Inc$1,009,453$247,832,800$58,031,400$305,864,200
« Previous PageNext Page »

Showing 701 to 750 of 1,721 entries

Page 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology: InvestmentNews qualified 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

Database last updated on June 6, 2016.